Video intro plays
Narrator: Looking to get a personalized overview of your accounts and their total value? Customize your summary in just a few steps. Your account summary can be found by selecting Accounts and selecting Summary.
Accounts, then Summary is selected
Narrator: Here you can select the settings icon, found on the upper right-hand corner of the Accounts section to begin organizing your account.
Settings icon is selected
Narrator: Create an account group by navigating to Add a Group, entering a group name, then selecting Create Group.
Add a Group is selected, a group name is entered, then Create Group is selected
Narrator: You can then move an account into a desired group by selecting and dragging the grab handle icon. You can also re-order groups by selecting and dragging them in the same way.
An account is dragged into a different group
Narrator: If you would like to see your account as part of your summary, select Show Online.
Show Online is selected
Narrator: If you would also like this account to be part of your total value chart, select Include in Total Value.
Include in Total Value is selected
Narrator: Select Show ‘Add non-Schwab account' row to display an option that will allow you add a non-Schwab account.
Show ‘Add non-Schwab account' row is selected
Narrator: Select Save to confirm your changes.
Save is selected
Narrator: To add an external account to your summary, scroll down and select Add a Non-Schwab Account, then select Add Account in the popup window.
Add Non-Schwab Account is selected, then Add Account is clicked
Narrator: Carefully review and acknowledge the end user terms, then select Continue.
Continue is selected
Narrator: Now, you'll be able to select or search for your financial institution. Once selected, a new window from your financial institution will launch prompting you to enter your login credentials.
A bank is selected
Narrator: Once successfully logged in, you can add the external account to your account summary. Return to the settings icon to create a new group or add your external account to an existing group.
Settings icon is selected, and the account is dragged to another group
Narrator: Your external account data will be automatically refreshed periodically to keep your summary up to date.
Video outro plays